INF754K01053

Baroda BNP Paribas Large Cap Fund

Investment Objective and Approach

The Scheme seeks to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities by predominantly investing in large market capitalization companies. The fund follows a fundamental research-driven approach to identify quality large-cap companies with strong growth potential and sound financials.

The investment strategy focuses on:

- Predominantly investing in large market capitalization companies

- Active portfolio management with diversified holdings

- Long-term wealth creation through capital appreciation

- Quality stock selection based on fundamental analysis

- Exit load of 1%, if redeemed within 30 days

Key fund parameters as per latest data:

- The AUM of Baroda BNP Paribas Large Cap Fund, is ₹2432.03 crore (as of May 2025)

- It has delivered 15.86% returns since inception

- Baroda BNP Paribas Large Cap Fund is 20 years 6 months old

- Minimum SIP investment: ₹250-₹500 depending on the platform

- Minimum lump sum investment: ₹5,000

Fund Managers

The fund is managed by an experienced team of fund managers:

Jitendra Sriram - Senior Fund Manager

Mr. Sriram has a B.E (Electrical) degree and also holds a PGDBM degree from XLRI Jamshedpur. He is currently Senior Fund Manager of Equity at Baroda BNP Paribas Mutual Fund. Prior to joining Baroda BNP Paribas Mutual Fund, he worked with HSBC AMC, Deutsche Equities Pvt. Ltd., HSBC Securities, Capital Markets Pvt. Ltd. and ITC Classic Share & Stock Broking.

Miten Vora - Co-Fund Manager

The fund managers are Jitendra Sriram, Miten Vora. Miten Vora brings additional expertise to the fund management team with his experience in equity research and portfolio management.

The fund management team has a combined experience of several years in managing large-cap equity portfolios and has demonstrated their ability to navigate various market cycles effectively.

About the Fund House (AMC)

Baroda BNP Paribas Asset Management India Private Limited is a joint venture that combines the expertise of two renowned financial institutions.

Bank of Baroda, one of India's leading public sector banks, has partnered with BNP Paribas Asset Management, the asset management arm of BNP Paribas, a leading financial services group in Europe with global reach, to form Baroda BNP Paribas Mutual Fund.

Key highlights of the AMC:

- Backed by bank of Baroda and BNP Paribas AM, institutions that have more than 100 year of expertise

- Touchpoints at more than 121+ Indian cities to service investors and distributors

- Serving over a million investor folios and 25,400+ distributors

- A stellar team of investment experts with 300+ years of cumulative asset management experience

- As of 31 March 2024, the company's AUM stood at Rs 35646.45 crores

- 42 schemes across a wide variety of categories for varied financial needs

The AMC focuses on delivering sustainable value for investments while maintaining high standards of corporate governance and transparency.

Should I Invest in Baroda BNP Paribas Large Cap Fund?

This fund may be suitable for investors who:

Ideal Investor Profile:

- Seek long-term capital appreciation (5+ years investment horizon)

- Want exposure to established large-cap companies

- Can tolerate moderate to high market volatility

- Prefer actively managed funds over passive index funds

- Are looking for diversification in their equity portfolio

Investment Considerations:

- This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall.

- The fund has a track record of over 20 years in the market

- Managed by experienced fund managers with strong credentials

- The expense ratio of the Baroda BNP Paribas Large Cap Fund (G) is 2.08% for regular plan (Direct plan has lower expense ratio)

Risk Factors:

- Market volatility can impact short-term returns

- Large-cap funds may underperform during small and mid-cap rallies

- Interest rate changes and economic conditions affect equity markets

- Past performance does not guarantee future returns

Investors should consult with financial advisors and assess their risk tolerance before investing.

FAQs

What is today's NAV of Baroda BNP Paribas Large Cap Fund?

The NAV changes daily based on market movements. You can check the latest NAV on the fund house website or financial platforms like Allvest.

What is the AUM of Baroda BNP Paribas Large Cap Fund?

The AUM of Baroda BNP Paribas Large Cap Fund, is ₹2432.03 crore as per the latest available data from May 2025.

What is the expense ratio of Baroda BNP Paribas Large Cap Fund?

The expense ratio of the Baroda BNP Paribas Large Cap Fund (G) is 2.08% for regular plan. The direct plan has a lower expense ratio of approximately 0.82%.

What are the returns of Baroda BNP Paribas Large Cap Fund since inception?

It has delivered 15.86% returns since inception. The fund has been operational for over 20 years, providing long-term wealth creation.

What is the minimum SIP amount to invest in Baroda BNP Paribas Large Cap Fund?

The minimum SIP amount varies by platform, ranging from ₹250 to ₹500. Most platforms offer SIP starting from ₹500 per month.

How do I invest in Baroda BNP Paribas Large Cap Fund?

You can invest through Allvest's platform, the fund house website, or authorized distributors. Online platforms offer easy registration and investment options.

How to start a SIP in Baroda BNP Paribas Large Cap Fund?

Register on Allvest or the fund house platform, complete KYC verification, select the fund, choose SIP amount and frequency, and set up automatic deductions.

How do I automate an SIP in Baroda BNP Paribas Large Cap Fund?

Set up an auto-debit mandate during SIP registration through Allvest or your bank. This ensures automatic monthly investments without manual intervention.

How can I withdraw/redeem my investment in Baroda BNP Paribas Large Cap Fund?

Submit a redemption request through your investment platform or the fund house. Funds are typically credited within 3-4 working days. Exit load of 1%, if redeemed within 30 days.